Desiree Munoz Email and Phone Number

Analyzed Operating Statements, Rent Rolls and Schedule E to determine if customers were in good standing with commercial properties.Prepared spreadsheets of income and expenses to arrive at a required Debt to Service ratio.Reviewed customer accounts to make sure all requirements listed on original business agreements were being fulfilled. Communicated with loan officers when loans were in violation of their terms. Prepared personal analyst worksheets using credit reports, 2 year Tax Returns, and census reports to arrive at a required Global Ratio.

Prepared individual and fiduciary income tax returns, including muli- state returnsPrepared schedules and work papers that conformed to the firm’s procedures. Looked up missing stock cost basis online using various financial websites. Maintained a tax return inventory list in excel and updated tax status on a daily basis.Communicated and identified missing items to partners to ensure data was received in a timely matter. Attended weekly tax training sessions and gained knowledge of individual and corporate tax laws. Consulted tax resource guides to determine proper tax treatment of various tax items. Assisted with the preparation of tax projections and extension calculations. Used various technology programs including; Prosystem FX, excel, and electronic document management system.